Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,636
New
Increased
Reduced
Closed

Top Buys

1 +$3.89B
2 +$1.25B
3 +$1.13B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.07B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Top Sells

1 +$1.1B
2 +$718M
3 +$707M
4
WFC icon
Wells Fargo
WFC
+$683M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$655M

Sector Composition

1 Financials 9.3%
2 Technology 9.26%
3 Healthcare 8.44%
4 Industrials 8.23%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5526
$15K ﹤0.01%
5,548
-42
5527
$15K ﹤0.01%
6,393
+13
5528
$15K ﹤0.01%
2,000
+420
5529
$15K ﹤0.01%
324
-3,616
5530
$15K ﹤0.01%
4,935
-3,146
5531
$15K ﹤0.01%
1,328
-220
5532
$15K ﹤0.01%
1,513
-72
5533
$15K ﹤0.01%
3,105
+2,805
5534
0
5535
$15K ﹤0.01%
690
+149
5536
$15K ﹤0.01%
601
+150
5537
$15K ﹤0.01%
1,959
+440
5538
$15K ﹤0.01%
1,601
-1
5539
$15K ﹤0.01%
2,000
5540
$15K ﹤0.01%
1,282
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5541
$15K ﹤0.01%
1,156
5542
$15K ﹤0.01%
1,684
+1,129
5543
$15K ﹤0.01%
2,375
-10,270
5544
$15K ﹤0.01%
346
-12,120
5545
$15K ﹤0.01%
3,200
-4,001
5546
$15K ﹤0.01%
4,075
-8,317
5547
$15K ﹤0.01%
524
+76
5548
$15K ﹤0.01%
170
+120
5549
$15K ﹤0.01%
5,200
-1,120
5550
$15K ﹤0.01%
1,324
+4